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4D Molecular Therapeutics (FDMT) investor relations material
4D Molecular Therapeutics Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary18 Nov, 2025
Strategic focus and innovation
Developing a genetic medicines portfolio targeting ophthalmology and pulmonology, with lead assets 4D-150 for wet AMD/DME and 4D-710 for cystic fibrosis.
4D-150 leverages a proprietary vector for sustained aflibercept expression, aiming to disrupt a $17B+ market by reducing treatment burden and improving patient adherence.
4D-710 uses aerosol delivery for CFTR gene therapy in cystic fibrosis, targeting patients not amenable to current modulators.
Directed evolution technology enables best-in-class gene therapies for large, high-incidence markets, supporting ongoing revenue streams.
Low cost of goods and pricing flexibility support broad commercial adoption.
Clinical data and efficacy highlights
4D-150 phase I/II data show up to 92% reduction in injection burden for recently diagnosed wet AMD patients, with 73% injection-free at 18 months.
Severe and broad disease populations also saw 80–82% reduction in injections over comparable periods.
DME phase I data show a 78% reduction in treatment burden, with no intraocular inflammation at any dose.
Safety profile for 4D-150 is consistent or better than standard of care, with minimal inflammation and no late adverse events.
4D-710 phase I data show high, reproducible gene expression and promising functional benefit in cystic fibrosis patients.
Commercial and market positioning
4D-150 is positioned as a paradigm-shifting therapy, offering multi-year or lifelong efficacy versus incremental improvements from competitors.
Intravitreal administration allows seamless integration into retina practices, with no need for surgery.
Recent exclusive licensing with Otsuka for Asia-Pacific brings $85M upfront, $50M in cost sharing, and up to $336M in milestones, covering 10% of global opportunity.
Retains 90% of global value for 4D-150 outside Asia-Pacific.
Commercial strategy leverages low cost, clinic-friendly formulation, and strong payer value proposition.
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Next 4D Molecular Therapeutics earnings date
Evercore ISI 8th Annual HealthCONx Conference3 Dec, 2025
Next 4D Molecular Therapeutics earnings date
Evercore ISI 8th Annual HealthCONx Conference3 Dec, 2025
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Frequently asked questions
4D Molecular Therapeutics Inc. (FDMT) is a clinical-stage biotherapeutics company engaged in the development of genetic medicines using a proprietary therapeutic vector evolution platform. The company is focused on addressing serious unmet medical needs across three main therapeutic areas: ophthalmology, cardiology, and pulmonology. Its portfolio includes genetic medicine product candidates in various stages of clinical trials. FDMT is headquartered in Emeryville, California, and its shares are listed on the NASDAQ.
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